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Moved to end of Pipeline when Opportunity is Closed

At the moment when you close off the opportunity it greys out the stage that you closed the opportunity from e.g. if you close the opportunity as Won from the quote stage the pipeline along the stop of the opportunity shades Quote & displays i...
Guest over 4 years ago in CRM App 1 Will not implement

Opportunity Vs Lead

We would like the option to customise the terminology "Opportunity" to read Lead in the main Global Search. I understand this is not possible in the current core entity.
Guest over 4 years ago in CRM App 1 Will not implement

Send emails through customer's mail server

Currently CRM emails send through the Sendgrid service, which requires a custom sending domain setting up in the CRM and an addition to the customer's SPF record. It also causes some display issues as emails sent out will sometimes show "sent via ...
Guest over 4 years ago in CRM App 0 Will not implement

Allow customers to customise the opportunity pipeline objectives to add "reactivate" for example

Objectives for opportunity pipelines will become more important with the new dashboard so it would be great to allow customers to customise the list of objectives. For example one for reactivate would be useful to add to the list of objectives.
Guest over 4 years ago in CRM App 0 Will not implement

Include Link to Record from Recent Object Entity

A few customers who're managers have asked for a user activity report. We have the Recent Objects entity that allows you to view what records all the users have accessed however there is no option to add the record link as a column (like the Notep...
Guest over 4 years ago in CRM App 1 Will not implement

Add functionality to add Quote fields to an Opportunity record

A customer would like fields in a Quote, such as "Client PO Number" to be added to the available fields in the Customiser for Opportunity records.
Guest almost 5 years ago in CRM App 0 Will not implement

Ability to configure upsell Link Type

It would be useful if users could configure the up-sell link types, so they could rename the existing ones and add new link types
Guest over 5 years ago in CRM App 0 Will not implement

Join Sales YTD to Contact Entity

A customer would like to create a report which includes contact info, recall date, last update & sales YTD. I managed to include all the required fields but the Sales YTD. Therefore, I have logged an idea to make YTD information available from...
Guest over 5 years ago in CRM App 0 Will not implement

“Manage Products” button

As the new automation manager is going to be used more, A customer has recommended having a button again for “Manage Products” to see a list of all the products like the Old product manager. This Layout is much clearer than the current method of m...
Guest over 5 years ago in Product Management 0 Will not implement

Update materialized view when quote confirmed

When a quote is confirmed you cannot immediately search for that quote using the order number as the materialized view is not immediately refreshed.
Guest over 5 years ago in CRM App 0 Will not implement